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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,200 | $64,716-75.0% | $112,258-85.6% | $68,495-76.3% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -22.26% | -11.40%-10.9pp | 27.47%-49.7pp | -7.84%-14.4pp |
| Employer contribution / active EE | $582 | $2,746-78.8% | $3,636-84.0% | $2,596-77.6% |
| Participant deferral / active EE | $2,653 | $3,565-25.6% | $4,728-43.9% | $4,028-34.1% |
| Admin fee / account holder | $847 | $5,232-83.8% | $6,411-86.8% | $5,403-84.3% |